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How to Create a Personal Financial Plan? - With Yadnya Academy Pvt. Ltd.

Sat, 9 Feb 10:30AM - 1:30PM
91springboard Ackruti Trade Centre, Andheri East
Rs 150
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 Yadnya Investment Academy presents their Open-To-All workshop in Mumbai.

This workshop will give you a fairly in-depth understanding of how to create a Financial plan with the help of various Excel Calculators

Session Detail

The session covers in detail:

  • Importance of Financial Plan
  • Overview of Financial Planning Basics - Concept of Compounding, Time Value of Money and Inflation Impact
  • Detailed understanding of all the following steps of a Financial Plan with many Examples & Scenarios-

    • How to understand Current Financial Status? - Calculating Net Worth and Creating Cash Flow Statement
    • Risk Planning - Focus on Contingency Planning, Life & Health Insurance and how are they important for the Financial Plan
    • Financial Goal Setting - Discussion on various types of Financial Goals and How to Finalize our Goals?
    • Converting Financial Goals to Financial Plan

      • Understanding Your Risk Profile
      • Goal Assumptions
      • Final Goal Strategy
      • Can I retire Early?

    • How to Choose Right Financial Asset?- Brief Discussion about various types of Financial Assets in Indian Markets and their Pros & Cons
    • Financial Plan Implementation

      • How to Design your Portfolio
      • Ways to Invest?
      • How to Clean up your current investments?

    • Financial Planning Review - How & When to Review

  • Role of Financial Advisor
  • Thumb Rules to remember for Financial planning
  • Concepts of SIP, STP, SWP and how to use them to your advantage?
  • And much more!
  • Minimum Half an hour Question & Answer session (Questions can be on any subject of Personal Finance - Mutual Funds, Tax Planning, Insurance Planning, Investment Planning, Goal Planning, Contingency Planning etc)

Session Plan

Date: 9th Feb, 2019 (Saturday)

10:30 AM - 12:00 PM Presentation by Parimal & Gaurav

12:00 PM - 12:15 PM High Tea/Break

12:15 PM - 1:00 PM Presentation Continued

1:00 PM - 1:30 PM Question/Answer Session

Venue: 91springboard Andheri East, B Wing, 6th Floor, Ackruti Trade Centre, MIDC, Andheri East, Mumbai

Who Should Attend?

All working professionals, homemakers, retirees - Basically all who take personal money decisions. 

About Us -

We are a Personal Finance Education startup based in Mumbai and Pune. We started our venture in early 2016. Here are few interesting things about us -

  1. We have a Youtube Channel with more than 150k subscribers where we discuss about various Financial Planning concepts.
  2. We do lot of sessions in corporates and colleges on variety of Personal Finance topics. This is our first open to all session.
  3. We do Personal Financial Planning Session too. Check our website for details.
  4. Our Co-Founders are authors of a popular book - 108 Questions & Answers on Mutual Funds & SIP
  5. The word Yadnya means a holy fire where oblations, chanting of hymns, and offerings are given. Yadnya contributes to the moral and spiritual upliftment of the society. True to our name, we offer our time, knowledge and focus to holy fire of financial literacy in India.
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Map & Directions

Map & Directions
91springboard Ackruti Trade Centre, Andheri East 6th Floor, Akruti Trade Centre, B wing, Bhim Nagar Rd, Kondivita, Andheri East, Mumbai, Maharashtra 400093, India
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